Added to YB: 2025-10-27
Pitch date: 2025-10-24
OMDA.OL [neutral]
Omda AS
Author Info
Javen Turner is a value investor who likes companies that follow big trends and have big margins of safety. Sign up for the newsletter.
Company Info
Omda AS provides software solutions for the healthcare and emergency response sector in Norway, Sweden, Denmark, Finland, and internationally.
Market Cap
NOK 920.8M
Pitch Price
NOK 47.00
Price Target
N/A
Dividend
1.05%
EV/EBITDA
25.07
P/E
-36.05
EV/Sales
2.95
Sector
Health Care Technology
Category
growth
Let’s Churn This Into Profits - OMDA AS
OMDA.OL (overview): Norwegian healthcare software consolidator following CSU playbook; 25yr history, sub-2% churn, 79% recurring rev. Targets 25-30% EBITDA margins via acquisitions & cost cuts. Revenue grew 99M→424M since 2017, nearing profitability after high interest wiped EBITDA. Mgmt aims 1B NOK rev via M&A resumption.
Read full article (8 min)